Russell Birkin
Cert DipPFS CeMap
Providing specialist financial services to the Medical & Dental Professionals with particular emphasis around the NHS basket of benefits & NHS Pension Schemes and all aspects associated with the profession.
Based in North Yorkshire I provide face to face advice geared specifically to help clients starting with the basic financial planning foundations, what the NHS provides and focusing on your aims and objectives. I work with clients in and around York, North Yorkshire, Teesside and the North East.
About
As Principal of Russell Birkin Wealth Management, a Partner Practice of St. James's Place since 2010, I have more than 30 years experience in the financial services industry dealing specifically throughout that time with Dental & Medical Professionals. I pride myself on maintaining my knowledge of the professions I deal with, the NHS and in particular the ever evolving NHS Pension schemes.
I plan holistically for all clients, incorporating their existing arrangements and addressing all areas that impact their short, medium and long term plans. In simple terms the client comes first. We meet on a regular basis to review the ever evolving landscape of financial planning, protection, investment and pension planning and taxation, reviewing your aims and objectives to help you achieve them.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 07/02/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
